Anthony Roylance is a registered investment advisor at Pinkerton Wealth Partners, based in Coeur D'Alene, ID, with 13 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,152 clients with $1.3B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.
Location
2000 John Loop, Coeur D'Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anthony is an investment adviser director of research at Sherman Portfolios since 2022. This activity is investment-related.
Employment History
Current Registrations
Pinkerton Wealth Partners
Previous Registrations
Pinkerton Retirement Specialists, LLC
Sherman Portfolios, LLC
Capital Management Services, INC.
Mcr Capital Management
State Registrations1 state
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